Automated Triggers
Send personalized, timely messages to plan participants based on key triggers—fully automated and delivered through your email server.
PEaaS – Participant Engagement as a Service
Viserly (pronounced V-eye-ser-ly) is the all-in-one platform that helps advisors engage employees—automatically at scale. It can integrate directly with 220+ payroll systems or read recordkeeper participant data reports, trigger timely outreach, and build smart segments—so you can deliver the right message at the right time, from new hire to separation of service.
About Us
No More Data Friction—Just Automated Engagement
Viserly (pronounced V-eye-ser-ly) leverages cutting-edge technology, direct integration with over 200 payroll systems, and advanced algorithms to empower advisors to build robust, trust-based relationships with participants—delivering personalized guidance at scale and driving better outcomes for employees.
Backed by enterprise-grade data security and real-time system reliability, the platform ensures a seamless, secure environment where participant engagement is not only possible but effortlessly scalable.
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Personalized Engagement
Want to automatically welcome a new hire or newly eligible participant? Interested in instantly connecting with a terminated participant? We can do it for you!
Safe and Secure
Security is the top priority. Data is encrypted and safeguarded by a world-class provider, ensuring enterprise-grade protection and trust.
Seamless Integration with Office 365
Viserly is fully integrated with Office 365, enhancing your experience by leveraging the robust capabilities of your existing Office 365 suite. This integration allows Viserly to seamlessly send emails directly from your organization’s Office 365 server, ensuring that all communications are secure, reliable, and align with your existing IT infrastructure.
Optimized Integration with Google
Viserly is fully integrated with Google Workspace, tapping into the powerful features of your existing Google ecosystem. This integration allows Viserly to seamlessly send emails directly through your Google Workspace account, ensuring that all communications are not only secure but also perfectly integrated with your existing tools and workflows.
See it live!
Experience It Firsthand: Schedule Your Demo Today!
Schedule a brief demo to initiate the conversation and witness it in action!
The Competitive Advantage
No longer rely on others for participant data
Financial Advisors
Benefits Brokers
200+ payroll integration connections
System Features
Data Integration
Viserly integrates with over 200 payroll providers, delivering data to power personalized, trigger-based engagement.
Smart Automation
No more manually handling participant data, searching for contact information, or manually engaging participants.
Participant Data
View data in stunning detail like never before—from a global book of business down to the participant census.
Drag And Drop
Not tech-savvy? No worries! The system is built for smooth navigation and customization, so you can showcase your brand.
Seamless, Secure, and Flexible Participant Engagement
On the Go
Access the system anytime, anywhere—and let it work for you, even on vacation, with pre-scheduled messages and automations.
Trusted and Reliable
The system secures data with encryption, multi-factor authentication, and AI-driven threat detection.
Cloud Storage
The cloud storage ensures secure, real-time access to data from anywhere, enabling seamless collaboration and effortless scalability.